Wealth Enhancement Advisory Services’s Industrial Select Sector SPDR Fund XLI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.7M | Buy |
78,552
+4,250
| +6% | +$635K | 0.02% | 580 |
|
|
2025
Q1 | $9.74M | Sell |
74,302
-8,088
| -10% | -$1.06M | 0.02% | 589 |
|
|
2024
Q4 | $10.9M | Buy |
82,390
+22,212
| +37% | +$2.93M | 0.02% | 536 |
|
|
2024
Q3 | $8.15M | Buy |
60,178
+3,917
| +7% | +$531K | 0.02% | 582 |
|
|
2024
Q2 | $6.86M | Buy |
56,261
+7,575
| +16% | +$923K | 0.02% | 599 |
|
|
2024
Q1 | $6.13M | Buy |
48,686
+3,893
| +9% | +$490K | 0.02% | 611 |
|
|
2023
Q4 | $5.11M | Sell |
44,793
-39,237
| -47% | -$4.47M | 0.01% | 607 |
|
|
2023
Q3 | $8.52M | Buy |
84,030
+80,866
| +2,556% | +$8.2M | 0.03% | 442 |
|
|
2023
Q2 | $340K | Sell |
3,164
-3,141
| -50% | -$337K | ﹤0.01% | 409 |
|
|
2023
Q1 | $638K | Sell |
6,305
-377
| -6% | -$38.1K | 0.01% | 365 |
|
|
2022
Q4 | $669K | Sell |
6,682
-41
| -0.6% | -$4.11K | 0.01% | 257 |
|
|
2022
Q3 | $573K | Buy |
6,723
+680
| +11% | +$58K | 0.01% | 271 |
|
|
2022
Q2 | $531K | Buy |
6,043
+940
| +18% | +$82.6K | 0.01% | 276 |
|
|
2022
Q1 | $521K | Sell |
5,103
-24
| -0.5% | -$2.45K | 0.01% | 271 |
|
|
2021
Q4 | $517K | Sell |
5,127
-338
| -6% | -$34.1K | 0.01% | 253 |
|
|
2021
Q3 | $570K | Buy |
5,465
+1,631
| +43% | +$170K | 0.01% | 246 |
|
|
2021
Q2 | $394K | Buy |
3,834
+465
| +14% | +$47.8K | 0.01% | 243 |
|
|
2021
Q1 | $336K | Buy |
+3,369
| New | +$336K | 0.01% | 237 |
|